9月19日早盘,恒生指数小幅下跌,恒生科技指数一度翻红。A股同赛道规模最大的恒生科技指数ETF(513180)跟随指数震荡,持仓股中,蔚来、联想集团、京东集团等涨幅居前,快手、腾讯音乐、同程旅行、地平线机器人等跌幅居前。申万宏源认为,24年底以来国内正在复刻北美互联网云计算巨头22年底来的进程:AI带动云景气度向上,形成capex投入-云计算和推荐广告等加速-capex再加大投入的正循环;竞争格局...
Source Link9月19日早盘,恒生指数小幅下跌,恒生科技指数一度翻红。A股同赛道规模最大的恒生科技指数ETF(513180)跟随指数震荡,持仓股中,蔚来、联想集团、京东集团等涨幅居前,快手、腾讯音乐、同程旅行、地平线机器人等跌幅居前。申万宏源认为,24年底以来国内正在复刻北美互联网云计算巨头22年底来的进程:AI带动云景气度向上,形成capex投入-云计算和推荐广告等加速-capex再加大投入的正循环;竞争格局...
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